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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

62 hedge funds and large institutions have $200M invested in iShares MSCI USA Size Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
23
Closed
8
Calls
$285K
Puts
–
Net Calls
+$285K
Net Calls Change
+$21K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.88M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.96M
4
PS
4
Principal Securities
Iowa
$10.6M
5
Lido Advisors
5
Lido Advisors
California
$4.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.71M
2
BlackRock
2
BlackRock
New York
$58.3M
3
Jane Street
3
Jane Street
New York
$0
4
HH
4
Hilltop Holdings
Texas
$0
5
MPW
5
MA Private Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
51
Retirement Group
California
$30.5K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$28.5K -$81.8K -575 -74%
EW
53
Element Wealth
Mississippi
$23.1K +$142 +1 +0.6%
FWA
54
FSC Wealth Advisors
New York
$16.7K – – –
AWM
55
Aspire Wealth Management
Massachusetts
$14K -$1.72K -12 -11%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$13.4K +$13.4K +111 New
ACA
57
Aptus Capital Advisors
Alabama
$12.4K +$12.4K +87 New
US Bancorp
58
US Bancorp
Minnesota
$9.25K -$14.2K -100 -61%
RIA
59
Realta Investment Advisors
Delaware
$7.11K +$7.11K +50 New
GRP
60
Global Retirement Partners
California
$5.53K – – –
CFD
61
Creative Financial Designs
Indiana
$2.7K – – –
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$427 -$1.85K -13 -81%
Jane Street
63
Jane Street
New York
– -$1.41M -10,701 Closed
HH
64
Hilltop Holdings
Texas
– -$1.14M -8,664 Closed
MPW
65
MA Private Wealth
California
– -$299K -2,267 Closed
GIA
66
Goodwin Investment Advisory
Georgia
– -$39K -296 Closed
ASN
67
Advisory Services Network
Georgia
– -$6.33K -48 Closed
FFO
68
Fortitude Family Office
Arizona
– -$6.33K -48 Closed
AWM
69
Able Wealth Management
New Jersey
– -$276 -2 Closed
WP
70
WealthShield Partners
North Carolina
– -$132 -1 Closed
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